Benchmark Financial Wealth Advisors, LLC Portfolio Holdings

Benchmark Financial Wealth Advisors, LLC

  • $311 Million
  • Q4 2024

Benchmark Financial Wealth Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $311 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $45.6M, Vanguard Total Stock Market Et with a value of $33.1M, Schwab Strategic Tr Intl Eqty with a value of $28.6M, Ishares Core S&P Total U.S. St with a value of $23.5M, and Pacer Fds Tr Us Cash Cows 100 with a value of $15.3M.

Examining the 13F form we can see an increase of $11.6M in the current position value, from $299M to 311M.

Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $311 Million
ETFs: $252 Million
Technology: $28.2 Million
Consumer Cyclical: $8.65 Million
Financial Services: $6.16 Million
Communication Services: $5.31 Million
Healthcare: $4.04 Million
Consumer Defensive: $3.41 Million
Industrials: $2.21 Million
Other: $232,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.6 Million 14.65% of portfolio
77,743
Q4 2024 Added 9.36%
$0
$33.1 Million 10.64% of portfolio
114,180
Q4 2024 Reduced 2.94%
$0
$28.6 Million 9.21% of portfolio
1,547,829
Q4 2024 Added 101.97%
$0
$23.5 Million 7.55% of portfolio
182,448
Q4 2024 Reduced 0.72%
$0
$15.3 Million 4.91% of portfolio
270,173
Q4 2024 Added 9.89%
$0
$14.2 Million 4.57% of portfolio
60,359
Q4 2024 Added 10.86%
$0
$10.9 Million 3.51% of portfolio
94,609
Q4 2024 Reduced 2.93%
$0
$10.1 Million 3.26% of portfolio
73,591
Q4 2024 Reduced 9.51%
$3.79T
$9.56 Million 3.07% of portfolio
38,165
Q4 2024 Added 2.62%
$0
$8.8 Million 2.83% of portfolio
321,972
Q4 2024 Added 217.76%
$299B
$8.68 Million 2.79% of portfolio
64,647
Q4 2024 Reduced 6.03%
$0
$7.1 Million 2.28% of portfolio
26,889
Q4 2024 Added 2.36%
$0
$5.7 Million 1.83% of portfolio
25,819
Q4 2024 Reduced 0.8%
$0
$5.31 Million 1.71% of portfolio
30,290
Q4 2024 Reduced 2.25%
$3.09T
$4.96 Million 1.6% of portfolio
11,774
Q4 2024 Added 1.47%
$0
$4.84 Million 1.56% of portfolio
71,168
Q4 2024 Added 7.37%
$2.42T
$4.39 Million 1.41% of portfolio
19,999
Q4 2024 Reduced 2.58%
$0
$4.25 Million 1.37% of portfolio
68,282
Q4 2024 Reduced 1.01%
$0
$3.77 Million 1.21% of portfolio
72,867
Q4 2024 Added 50.1%
$0
$3.28 Million 1.05% of portfolio
57,102
Q4 2024 Added 2.58%
$0
$3.02 Million 0.97% of portfolio
5,133
Q4 2024 Added 73.35%
$0
$2.76 Million 0.89% of portfolio
90,451
Q4 2024 Added 45.03%
$1.22T
$2.34 Million 0.75% of portfolio
12,337
Q4 2024 Added 0.35%
$1.55T
$2.07 Million 0.66% of portfolio
3,501
Q4 2024 Added 0.32%
$0
$1.7 Million 0.55% of portfolio
4,232
Q4 2024 Added 0.83%
$0
$1.5 Million 0.48% of portfolio
33,506
Q4 2024 New
$89.6B
$1.48 Million 0.48% of portfolio
6,391
Q4 2024 Added 0.58%
$0
$1.48 Million 0.48% of portfolio
10,636
Q4 2024 Added 0.16%
$0
$1.42 Million 0.46% of portfolio
29,699
Q4 2024 Added 89.54%
$94.3B
$1.39 Million 0.45% of portfolio
4,993
Q4 2024 Reduced 10.34%
$0
$1.39 Million 0.45% of portfolio
14,560
Q4 2024 Reduced 1.69%
$0
$1.32 Million 0.43% of portfolio
5,689
Q4 2024 Reduced 5.56%
$0
$1.27 Million 0.41% of portfolio
22,030
Q4 2024 Added 18.72%
$126B
$1.29 Million 0.41% of portfolio
7,486
Q4 2024 Added 0.51%
$125B
$1.17 Million 0.38% of portfolio
20,743
Q4 2024 Added 6.1%
$0
$1.1 Million 0.35% of portfolio
2,159
Q4 2024 Added 7.41%
$559B
$951,000 0.31% of portfolio
3,011
Q4 2024 Reduced 0.36%
$372B
$930,000 0.3% of portfolio
21,165
Q4 2024 Added 8.53%
$784B
$921,000 0.3% of portfolio
3,846
Q4 2024 Added 1.77%
$0
$947,000 0.3% of portfolio
1,759
Q4 2024 Added 12.18%
$15.9B
$909,000 0.29% of portfolio
1,919
Q4 2024 New
$0
$892,000 0.29% of portfolio
4,901
Q4 2024 New
$434B
$844,000 0.27% of portfolio
922
Q4 2024 Added 0.11%
$266B
$837,000 0.27% of portfolio
9,272
Q4 2024 Reduced 7.7%
$0
$801,000 0.26% of portfolio
16,575
Q4 2024 New
$610B
$806,000 0.26% of portfolio
1,780
Q3 2024 Added 17.41%
$422B
$767,000 0.25% of portfolio
1,974
Q4 2024 Reduced 2.71%
$0
$714,000 0.23% of portfolio
3,862
Q4 2024 Reduced 0.28%
$93.6B
$715,000 0.23% of portfolio
13,674
Q4 2024 Added 7.13%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $311 Million
  • Prior Value $299 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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